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@jmj
GP @chapterone: @supabase, @ereborbank @Mach_Industries, @mercury @gen_intuition, Warhound, @theacademysf
Technology
WIRED reports Warhound expects its first puppies in early 2027; Anduril's protective gear remains a plan.
AI
A robotics founder says many problems remain unsolved, but believes the fundamentals for physical AI are in place.
AI
Co-founder Kevin Weil says robotic labs will generate data to train AI models for science.
AI
A partner says they've worked with Formic since 2020 and that it made progress in robotics before the hype.
AI
An investor says supply-chain plans get outsized scrutiny in seed-stage manufacturing, while AI-agent security tools can be hard to monetize.
AI
A user calls the subject of a quoted post cute and says it looks like “TidyBot with a Bonnet.”
AI
AI labs should highlight medicine rather than job replacement, one commenter argues. The same commenter sees materials and manufacturing as the bottleneck for consumer robotics.
AI
A post discussing Dario’s call to “pace the frontier” questions whether enforceable international AI agreements are realistic, especially with China and Russia.
AI
Turner Novak previews a conversation with Chapter One’s @jmj about building a venture firm like a product, changing round labels and why the firm didn’t announce its $64M Fund 3.
